Accounts Receivable Closing Coordinator
Resume:
Amy
Halls
About
Experienced Administrative Professional with drive and initiative,
demonstrating a strong work ethic, attention to detail, self- discipline, strategic planning, and prioritization skills. Working remote has allowed me to develop comfort in dealing with ambiguity, with good judgement, and the ability to adapt to changing contexts.
Experience
11/30/2020–7/13/2022
Closing Coordinator • Guaranteed Rate Affinity LLC Software used: Encompass, Microsoft Office, Microsoft Outlook, Excel, YBR, Microsoft Teams
• Responsible for the preparation of each file for Closing, in tandem with the Loan Coordinator, to obtain CTC.
• Verify 3rd party invoices, review file documentation & request further documentation or corrections as necessary to ensure complete, accurate & matching documentation for the following: Homeowners Insurance, Title, Wire Instructions, Closing Protection Letters, Payoffs (if applicable), & Appraisal
• Verify all fees/invoices & signed Loan Estimates, confirm accuracy of closing & funding date, & submit the loan to the CD Analyst for CD trigger.
• Confirm closing date/time, Title & Settlement Company info, Wire, & submit the loan to the Closing Dept.
5437 Frey Ave SW
Canton, OH 44706
***********@*****.***
Areas of Expertise
Notary Public
Client Relations
Underwriting
Networking
Leadership
Banking/Real Estate
Residential Permitting
Closing Processes
Multitasking
AccountsPayable/Receivable
Industries
Construction
Banking Insurance
Software
Encompass
Microsoft Office
DocuSign
Sales Simplicity
ALS
Lotus Notes
Tableau
HOGAN
ACAPS
● Responsible for maintaining an 85% AR turn around by requesCng & following up on all bank draws throughout the construction process.
● Provide excellent customer service at all levels of the financial process.
● AssisCng Homeowners with the permiDng process for new residential home construction.
● Establishing & maintaining great relaConships with all banks from loan closing through construction completion.
02/01/2011–07/10/2013
Client Coordinator • ZVN Properties
Software: Microsoft Office
● Maintain client accounts through work order assignments, itemized bids & communication to property managers
● Responsible for invoice/payment issues between clients and network contractors
● Trained network contractors on client requirements
● Established contractor pricing
10/01/2007–10/1/2008
Call center Specialist/CSR • Emergency Medicine Physicians (EMP) Software: Microsoft Office, EMP Internal software
● Assisted callers for emergency & hospitalist physicians billing (in excess of 100 calls/day)
● Input insurance and billing to company soFware
● Processed claims and documentation in accordance with HIPPA guidelines
07/01/1999–8/1/2006
Real Estate Specialist/Doc Prep Coordinator • KeyBank NA Software: Microsoft Office, ACAPS, HOGAN, ALS, Lotus Notes
● Analyzed consumer home equity applicaCons including property appraisals, URAR,
2055I and drive by valuations
● Conduct and review Ctle & lien searches to ensure proper guidelines were met
● Determine rates, terms & condiCons for granCng final loan approval
● Responsible for processing in-house and 3rd party subordinations
● Assistant Supervisor in charge of overseeing ApplicaCon Specialist/Data Entry Department (up to 15 people)
● Analyze credit informaCon for consumer finance applicants Software Used: Microsoft Office, Microsoft Access, Microsoft Outlook, Excel, Tableau
07/14/2013–11/27/2020
Closing Coordinator • Wayne Homes
01/01/1998–07/01/1999
Agent/Sales Manager • Combined Insurance Company of America Software: Internal Insurance Software
● Conducted door to door sales
● Processed consumer insurance applicaCons
● Completed sales goals within the company & assisted exisCng customers with questions and issues
Education
Miami of Ohio, Oxford, OH
• Major in Architecture with a Minor in Interior Design Perry High School, Massillon, OH
• National Honor Society
References
[Available upon request.]
Contact this candidate